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Altria Group

1,850 hedge funds and large institutions have $50.6B invested in Altria Group in 2021 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 633 increasing their positions, 682 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 273 | Existing positions closed: 103

9% more funds holding

Funds holding: 1,7051,850 (+145)

3% more call options, than puts

Call options by funds: $628M | Put options by funds: $612M

2% more capital invested

Capital invested by funds: $49.4B → $50.6B (+$1.16B)

0.61% less ownership

Funds ownership: 58.97%58.35% (-0.61%)

7% less repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 682

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
1,850
Holders Change
+145
Holders Change %
+8.5%
% of All Funds
28.47%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.26%
New
273
Increased
633
Reduced
682
Closed
103
Calls
$628M
Puts
$612M
Net Calls
+$16.5M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1051
Magnolia Capital Advisors
Mississippi
$544K +$32.2K +702 +7%
FIA
1052
Foundations Investment Advisors
Arizona
$544K +$38.4K +837 +8%
CCB
1053
Cutter & Co Brokerage
Missouri
$543K +$10.3K +225 +2%
EP
1054
Edgestream Partners
New Jersey
$543K +$234K +5,104 +80%
AFG
1055
Alterity Financial Group
Maine
$543K +$525K +11,450 New
AW
1056
ACG Wealth
Georgia
$539K -$33.3K -726 -6%
BAM
1057
Blueshift Asset Management
New Jersey
$537K -$5.47M -119,440 -91%
BFA
1058
BMS Financial Advisors
South Dakota
$537K +$519K +11,333 New
FWP
1059
FAS Wealth Partners
Kansas
$535K +$24.1K +526 +5%
PFP
1060
Paragon Financial Partners
California
$535K +$518K +11,295 New
WSCM
1061
Wellington Shields Capital Management
New York
$533K +$91.6K +1,999 +22%
QCG
1062
Quadrant Capital Group
Ohio
$529K +$83.7K +1,826 +20%
PAG
1063
Powers Advisory Group
Illinois
$527K +$509K +11,116 New
CCG
1064
Ceeto Capital Group
Florida
$526K -$26.4K -576 -5%
QI
1065
Qtron Investments
Massachusetts
$525K
GTCM
1066
Gyon Technologies Capital Management
New Jersey
$524K +$507K +11,060 New
AI
1067
Atom Investors
Texas
$523K -$434K -9,472 -46%
JAFL
1068
Jay A. Fishman Ltd
Michigan
$523K +$18.3K +400 +4%
IC
1069
Inscription Capital
Texas
$520K -$4.58K -100 -0.9%
TW
1070
TrinityPoint Wealth
Connecticut
$519K -$60K -1,310 -11%
MFG
1071
MidWestOne Financial Group
Iowa
$519K
SFG
1072
Summit Financial Group
West Virginia
$519K
MA
1073
MAS Advisors
Florida
$517K +$501K +10,935 New
WA
1074
Wealth Architects
California
$516K +$9.53K +208 +2%
ARMT
1075
Amica Retiree Medical Trust
Rhode Island
$515K -$512K -11,176 -51%

MO Hedge Fund Activity: Q4 2021 in Review

1,850 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2021, worth a combined $50.6B — up 2.3% from $49.4B a quarter earlier.

Buyers outnumbered sellers: 273 funds opened new MO positions and 103 closed out — a net gain of 170 holders — while 633 added to existing stakes and 682 trimmed.

The largest buyer was GQG Partners, adding an estimated $420M. The largest seller was Capital World Investors, cutting an estimated $604M.

  • 1,850 institutional investors held Altria Group (MO) as of Q4 2021, up from 1,705 in Q3 2021.
  • Funds reported $50.6B of Altria Group stock for Q4 2021, up 2.3% quarter-over-quarter.
  • 273 funds opened new Altria Group positions in Q4 2021 and 103 closed out, a net change of +170 holders.
  • The largest Altria Group buyer in Q4 2021 was GQG Partners, an estimated $420M added.
  • The largest Altria Group seller in Q4 2021 was Capital World Investors, an estimated $604M sold.

Based on aggregated 13F filings for Q4 2021.